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Notes on the Market

Michele Chiacchio, CFA

Commentary and insights on global financial markets, business, economics, and geopolitics

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Substack
PricingOnly free issuesPublishesTwice weekly
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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Cracks in the Credit Boom

With the recent bankruptcies of Tricolor Holdings, a subprime auto lender, and First Brands Group, an auto parts supplier, it seems everyone is worried about what this means for the current environment. Jamie Dimon, whose bank just posted r...

2 months ago
2
0

The K-Shaped Economy

As defined by Investopedia:

2 months ago
4
0

What If the Massive AI Spend Doesn’t Pay Off?

Last month, MIT researchers released a study showing that 95% of organizations—out of the 300 they analyzed—receive no return on their investment in AI. This is despite enterprises pouring an estimated $30–40 billion into generative AI. If ...

2 months ago
2
1

Investment Memo #1 Part 2: Utah Medical Products, Inc. (NASDAQ: UTMD)

This post is a follow-up to my initial investment memo on Utah Medical Products, Inc (ticker: UTMD). You can view by clicking here.

3 months ago
3
0

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Authors

The writers behind this newsletter.

  • Michele Chiacchio, CFA

    Investor. Fan of charts. I write Notes on the Market to put my thoughts down on virtual paper.

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